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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,816 | $121,656+113.6% | $104,614+148.4% | $158,950+63.5% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 11.80% | 465.51%-453.7pp | 340.56%-328.8pp | 302.91%-291.1pp |
| Employer contribution / active EE | $2,795 | $3,164-11.7% | $2,681+4.2% | $4,762-41.3% |
| Participant deferral / active EE | $5,940 | $4,177+42.2% | $3,739+58.9% | $5,983-0.7% |
| Admin fee / account holder | $2,217 | $7,775-71.5% | $6,464-65.7% | $11,248-80.3% |